*This page was machine-translated from Japanese and may contain inaccuracies.
How to Start Searching
Open the search screen from “Search” in each Global-Menu.
Search Criteria
❶ Switch between search modes: “Custom Search” and “Regular Search”.
When opening the search screen from the Global-Menu, it opens in Custom Search mode.
When opening from “Review the Search Condition” in the side menu, it opens in Regular Search mode.
❷ ×: Close the search screen (entered conditions are retained).
Run: Execute the search. If no conditions are specified, all records are displayed.
❸ Clear all conditions: Clears all entered search conditions.
Save Search Condition: Save the current search conditions.
❹ Show filled only: When enabled, only fields with entered conditions are displayed.
Regular Search
Basic search items (Free-Word, Pin, etc.) and all fields configured as “Use for search” in Advanced Settings on the Custom Search screen are displayed.
❶ Clear conditions: Clears entered conditions by group such as “Basic Information”.
❷ ^ (Collapse): Collapses groups such as “Basic Information”.
Custom Search
Custom Search allows you to display only the fields you need from a large number of available search fields.
By default, only “Basic search items” (Free-Word, Pin, etc.) are displayed.
Each user can add or remove search fields as needed.
❶ “+ Edit search condition items”
Clicking this opens the “Add / Remove Search Fields” window, where groups and fields are displayed.
Checking a field displays it on the Custom Search screen; unchecking it removes the field.
❷ “Previously Used Search Fields”
Displays the field names used in the previous search on the Custom Search screen.
Clicking a field re-displays it with the previously used conditions.
*Previously used search fields are stored in the PC browser for each Global-Menu. They are not displayed if a different browser is used or browser cache is cleared.
How to Specify Search Conditions
Multiple conditions entered across different fields function as AND conditions.
In the example below: “Industry Category is Construction AND Job Category is Sales”.
IDs can be specified using space-separated values.
You can paste copied IDs or drag-select IDs from an Excel column; they will automatically be pasted as space-separated values.
For text-type fields, AND / OR / NOT / EQUAL conditions are available.
For Option-type fields, AND / OR / NOT conditions are available.
For Number-type and Age-type fields, ranges can be specified.
For Date-type and Date-Time-type fields, preset options such as “Today”, “This Month”, and “Past 3 Days” are available.
To specify an exact date, select “Fixed Value Input”.
Free-Word Search
The following field types are searched by Free-Word Search. Full-width / half-width, uppercase / lowercase, and hiragana / katakana differences are ignored.
- Mail-type, Telephone-type, URL-type, Multi-Line-Text-type, Single-Line-Text-type fields
- Attachments (only text within files is searched; file names are not searched)
Notes:
- Searching Candidates by name using Free-Word Search will not return results unless the name exists in searched fields or attachments.
Candidate names should be searched using the “Personal-Data” field. - Searching telephone numbers without hyphens matches numbers registered with or without hyphens. To search with hyphens, use the Telephone-type field.
- You cannot search by “has attachment / no attachment”. As an alternative, search for a character that is always included in attachments (e.g., “.”).
Sort Order
You can specify the search result order using “Sort Order” at the top of the search screen.
The default is “Data Updated Date (Descending)”.
Sorting performed from column headers applies only to displayed records, while Sort Order applies to the entire Search result.
The following field types can be sorted in ascending or descending order:
- Date-type / Date-Time-type
- Number-type / Currency-type
- Age-type
List-View-Side-Menu
A side menu is displayed on the left side of the List View.
Click the “<” button at the top right to collapse it.
For details, see List-View-Side-Menu .
🔍 Review the Search Condition
To modify search conditions after running a search, click “🔍 Review the Search Condition” from the side menu at the top left of the List View.
The search screen opens with the previous conditions retained.
“🔍 Review the Search Condition” is available in two locations; both open the same screen.
*Opening the search screen from the Global-Menu clears all conditions.
Filter by Phase
The search condition side menu on the left side of the List View includes phase checkboxes.
You can check the number of records for each phase and narrow down results as needed.
For example, you can monitor workflow requirements such as keeping “Entry” phase at zero items.
Saved Search Conditions
You can save frequently used search conditions.
Saved Search Conditions can be accessed from the Global-Menu and the List-View-Side-Menu.
Job and Candidate search conditions are also displayed on the TOP screen*.
For details, see here .
*If the New Dashboard is ON, the TOP screen is not displayed.
Process Conditions for Job / Candidate
On the right side of the Job and Candidate search screen, Process conditions are available, allowing you to filter by process phase (e.g., “Jobs with Interview phase processes”).
By default, “Without Completion Flag” is checked, excluding completed processes.
*“Without Completion Flag” and “With Completion Flag” are enabled only when a process phase is selected.
To search for Candidates or Jobs without any processes, select “Does not contain (NOT)” and check all process phases.
Pin Search
Pin icons are available on the List View screens for Client, Job, Candidate, Process, and Activity.
Click the icon to Pin a record; click again to unpin.
Pinned records can be easily searched later.
*Pinned records are stored in the browser cache. Clearing the cache will remove all Pins.
Quick Search Window
The Quick Search Window at the top of each resource List View and the TOP screen* allows you to search without opening the full search screen.
Select a resource on the left, then enter an ID or Free-Word on the right.
*If the New Dashboard is ON, the TOP screen is not displayed.
Process Search: “Related Owner”
This is a unique search condition available only in the Process resource hierarchy.
In the Process search screen, you can search not only by the Process owner, but also by the owners of related Client, Job, and Candidate records.
The default condition “My Process” checks Client, Candidate, and Process, returning records where you are the owner of any of these.